海外研报
筛选
Korea: BOK signals conditions for easing
The Bank of Korea kept its base rate unchanged at 3.50% on 22 August as widely expected. We saw the BOK’s stance as somewhat dovish as the central bank
海外研报
2024年08月23日
Reiterate Buy rating (on Conviction List) on Potential
We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
海外研报
2024年08月27日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy Rating
海外研报
2024年08月30日
August 2024 Performance Review
August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-
海外研报
2024年09月03日
CitiFX Wire | Linear Trading
The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For
海外研报
2024年09月06日
JLF--Repatriation worries refuted with record monthly net buying of LT overseas bonds
Since the July payrolls report, Japanese investors have bought significant amounts of overseas long-term bonds. Indeed, according to the MoF International Transactions in Securities data, August net purchases
海外研报
2024年09月11日
GS--Snowflake Inc. (SNOW): Communacopia + Technology Conference 2024 — Key Takeaways
New CEO, Dr. Sridhar Ramaswamy, continues executing against his visionfor the company: Snowflake discussed how the recently appointed CEO,
海外研报
2024年09月15日
UBS--"Have lunch or be lunch" – Europe must act
Mario Draghi's attention-grabbing plea for a revitalization of EU
海外研报
2024年09月24日
Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010
The September CPI report was stronger than expected, led by core and food inflation.
海外研报
2024年10月12日
